WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in SPG — Simon Property Group Inc.

CIK 1632972 PLYMOUTH, MN

Position in SPG

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$5,627,796

-$709,259 QoQ

Shares Held

30,171

-11.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 6.0621126247058434.ToString("F0")% Shared 0.ToString("F0")% None 93.93788737529417.ToString("F0")%

Real Estate · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $55,421,723 across 16 REIT - Retail names. SPG ranks #2 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	460,409	$28,167,822
2	SPG	Simon Property Group Inc. This page	30,171	$5,627,796
3	ADC	Agree Realty Corp	57,451	$4,330,656
4	FRT	Federal Realty Investment Trust	40,552	$4,307,027
5	NNN	Nnn REIT, Inc.	89,048	$3,742,687
6	PECO	Phillips Edison & Company, Inc.	53,088	$1,986,552
7	REG	Regency Centers Corp	19,101	$1,445,181
8	KIM	Kimco Realty Corp	62,448	$1,403,206

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,627,796	30,171	-11.9%	Shares	Sole	2026-04-08
2025-12-31	$6,337,055	34,234	+6.9%	Shares	Sole	2026-01-08
2025-09-30	$6,009,944	32,024	+0.3%	Shares	Sole	2025-10-29
2025-06-30	$5,131,941	31,923	+23.5%	Shares	Sole	2025-07-10
2025-03-31	$4,293,832	25,854	+9.3%	Shares	Sole	2025-04-16
2024-12-31	$4,074,488	23,660	+36.2%	Shares	Sole	2025-03-17
2024-09-30	$2,935,370	17,367	-49.0%	Shares	Sole	2024-10-24
2024-06-30	$5,169,397	34,054	+11.9%	Shares	Sole	2024-07-16
2024-03-31	$4,761,677	30,428	-12.1%	Shares	Sole	2024-04-15
2023-12-31	$4,936,485	34,608	-1.1%	Shares	Sole	2024-01-30
2023-09-30	$3,780,293	34,993	+219.9%	Shares	Sole	2023-11-13
2021-06-30	$1,427,320	10,939	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.